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Johnston, Allison & Hord, PA

Attorneys in Charlotte, North Carolina

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Estate Administration

The loss of a close family member is one of the most stressful times of a person’s life.

Often, that individual was the glue that held the family together and resolved differences. Ideally the deceased adequately prepared his or her affairs to minimize uncertainly and conflict. However, often these steps were not taken, and long-simmering differences erupt during the estate administration process.

We guide the families of long-term clients, executors of deceased individuals we have never met, and those in between, through the many issues and steps of estate administration. Our team, with extensive experience at all levels, leads executors and administrators through the probate process; addresses necessary estate, income, and generation-skipping tax issues to minimize tax liabilities; attends to cash flow concerns of beneficiaries, and ensures that the decedent’s assets pass to his or her specified beneficiaries.

Most importantly, in an area that involves often contentious family and business dynamics, we take a caring, methodical approach to our work that ensures we pay close attention to detail and keep emotion out of the processes on our end. This strategy avoids heated fights and distractions and leads to better outcomes for our clients.

If you have any questions for our Estate Administration Attorneys, contact us here.


Please note that the above text does not constitute legal advice nor does it create an attorney-client relationship.  Should you be in need of legal services regarding a particular matter, please reach out directly to one of our attorneys. Click here for our full website disclaimer.

Representative Experience

  • Represented executor after the unexpected deaths of his sibling and sibling’s spouse, beginning by searching for assets, through negotiating estate tax liability with the IRS during audit and sale of a business interest to unrelated partners, to building long-term relationships with the family. Our team’s efforts ensured the young adult children of the deceased parents are financially secure for their lifetimes.
  • Guided child of deceased self-made entrepreneur through satisfaction and release of land and family business assets from loans and guarantees, addressing cash flow issues and separating the decedent’s affairs from a former business partner. Upon completion, the operating business emerged unscathed to continue as the source of family wealth.
  • Provided a steady hand for an executor that faced severe liquidity issues from a closely held business where his father’s estate held a majority interest.  Not only did the business require additional cash, but the decedent left all of his liquidity to his surviving spouse, who was not the mother of his children or a shareholder of the family business.

Group Members

  • S. Kyle Agee
    S. Kyle Agee

    Partner

  • Nicki Applefield Engel
    Nicki Applefield Engel

    Partner

  • Thomas G. Gardner
    Thomas G. Gardner

    Attorney

  • David T. Lewis
    David T. Lewis

    Partner

  • Lauren S. Martin
    Lauren S. Martin

    Partner

  • Holly B. Norvell
    Holly B. Norvell

    Partner

  • Stacy M. Reid Monroe
    Stacy M. Reid Monroe

    Attorney

  • J. Darrell Shealy
    J. Darrell Shealy

    Partner

  • N. Lucille “Lucy” Siler
    N. Lucille “Lucy” Siler

    Partner

  • View All

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